全新C11涵盖纯电和增程两种动力形式共 5 款车型，以14.98万 - 16.58万元的价格正式上市，这款定 位"智能越享中型SUV"的新车，凭借激光雷达、800V高压平台等原本属于30万级车型的配置下放至15 万级市场，不仅重新定义了该细分市场的价值标准，更彰显了零跑汽车向"技术驱动型全球化车企"转型 的坚定决心。 全新C11的升级直击用户痛点，在智能座舱、智驾系统、三电性能三大核心领域实现了代际突破。譬 如，智能座舱方面，全系标配17.3英寸2.8K悬浮中控巨幕，搭配高通骁龙8295P芯片(算力30TOPS)，为 用户带来丝滑流畅的操作体验。 朱明江讲调，C11 有个特点，"它不是爆火的网红，但随着时间的推移每天进步一点点，口碑越来越 好，经得起时间的考验"。 7月10日，杭州运河发布中心，零跑汽车(09863)创始人兼董事长朱明江站在舞台上说，4 年前，零跑第 一次在杭州做大型发布会，当时发布的就是 C11，这款对于零跑有着重要意义的新车。"今天，我们让 这款产品再次进阶，这就是全新零跑 C11。" 在全球化布局方面，零跑汽车与Stellantis集团的合作开创了中国车企技术输出的新模式。2024年5月 ...

Core Insights - Leap Motor is becoming a preferred choice in the rational consumption era due to its precise positioning and exceptional price-performance ratio [1] Group 1: Sales Performance - In June 2023, Leap Motor delivered 48,006 vehicles, a year-on-year increase of over 138%, with cumulative deliveries exceeding 220,000 units in the first half of the year [1][5] - Leap Motor has maintained over 40,000 monthly deliveries for three consecutive months and has ranked first in the new force sales chart for four months [1][5] - As of June 18, 2023, Leap Motor's cumulative deliveries surpassed 800,000 units, positioning it to potentially become the second new force company to enter the "million club" [5] Group 2: Future Growth Potential - Northeast Securities reports that the upcoming B series models and next year's D and A series models will continuously drive Leap Motor's sales to new heights [4] - According to Credit Lyonnais, Leap Motor is expected to be a major contributor to market share growth in China by 2025, driven by new model launches and upgrades [4] Group 3: International Expansion - Leap Motor has established a global strategic partnership with Stellantis, with an investment of approximately €1.5 billion, marking a significant collaboration between a Chinese new force automaker and a multinational giant [6] - From January to May 2023, Leap Motor ranked first in cumulative export sales among Chinese new force brands, with over 17,200 units sold [6] Group 4: Product Strategy - The Leap Motor C16, a six-seat SUV priced between 150,000 and 200,000 yuan, has become a top choice in its segment, achieving a 70% market share in the under 200,000 yuan category [9][10] - The B10 model, targeting the 100,000 to 150,000 yuan segment, features advanced technology and competitive pricing, enhancing Leap Motor's appeal to a broader consumer base [10] Group 5: Competitive Advantage - Leap Motor's self-research and development capabilities account for over 65% of the vehicle's cost, with an 85% shared component rate within the same series, showcasing its strong cost control and profitability potential [10]

Core Insights - Leap Motor is becoming a preferred choice in the rational consumption era due to its precise positioning and exceptional price-performance ratio [1] - The company achieved a remarkable delivery of 48,006 units in June, marking a year-on-year increase of over 138%, with total deliveries exceeding 220,000 units in the first half of the year [1][9] - Leap Motor has maintained the top position in the new energy vehicle sales rankings for four consecutive months [1][9] Sales Performance - Leap Motor's cumulative deliveries reached 221,664 units in the first half of the year, leading the new energy vehicle sector [9][10] - The company is on track to become the second new energy vehicle brand to enter the "million club" with over 800,000 cumulative deliveries as of June 18 [9] Market Expansion - The introduction of new models, including the B series and the upcoming D and A series, is expected to drive sales growth [5] - Leap Motor's partnership with Stellantis, involving an investment of approximately €1.5 billion, marks a significant collaboration in the industry [13] - The company has achieved the highest cumulative export sales among new energy brands in China, with over 17,200 units exported in the first five months of the year [13] Product Development - The launch of the 2026 model C16 and the upcoming B01 electric sedan are expected to further boost delivery volumes [13] - The C16 has become a best-seller in the 15-20 million yuan SUV segment, capturing a 70% market share in its category [16] - Leap Motor's B10 model targets the 10-15 million yuan market, enhancing its competitiveness with advanced technology at a lower price point [17] Competitive Advantage - Leap Motor's self-research and development capabilities account for over 65% of vehicle costs, contributing to improved profitability [17] - The company emphasizes the importance of solid technical accumulation and creating real value for users as the foundation for its growth [17]

回顾上周，国内汽车市场有哪些重点事件值得关注？又有哪些新车迎来上市？ 里程碑时刻 零跑汽车累计交付量突破80万台 6月18日，零跑汽车宣布累计交付量突破80万台。2025年，该品牌持续保持高增速，5月交付再创新高达45067台，1-5月累计交付173658台，其中出口超 17200台。按照目前的销售态势来看，零跑有望在年内解锁百万交付的成就。 这一成绩的取得，得益于零跑全域自研技术赋能下的产品竞争力。目前，该品牌旗下共有T03、C01、C10、C11、C16以及B01等多款车型，其中C16、 C11等具有性价比的SUV车型是销量担当。 值得一提的是，2026款零跑C16已于6月18日上市，新车针对家庭用户对于高品质与灵活拓展的更多需求，推出了全新5座版本。后排座椅支持一键电动 下沉前移，放倒后可形成2米纯平大床。配备的后备厢观影模式，在户外露营后排成床时，可利用床垫、撑杆，并搭配15.6英寸后排屏与21扬声器PSS豪华音 响组合，打造沉浸式家庭影院。除了五座版本外，六座版车型进行了70余项升级，在智能、续航和舒适方面实现突破。 大定超5000台尊界S800批量投产 6月18日，尊界S800在肥西的尊界超级工厂 ...

Core Viewpoint - Leap Motor is accelerating its globalization strategy with the goal of achieving annual sales of one million vehicles, having recently opened its 1500th store globally and launched its products in the Hong Kong market [1][2][3] Group 1: Global Expansion - Leap Motor has reached a milestone of 1500 global stores, with the first experience center in Hong Kong officially opening on June 11 [2] - The company plans to establish two experience centers in Hong Kong by the end of 2025, enhancing its global presence and local adaptation strategy [2][3] - Leap Motor has expanded its market reach to over 24 international markets, establishing more than 600 sales and service outlets [3] Group 2: Sales Performance - In the first five months of 2025, Leap Motor exported over 17,200 vehicles, ranking first among Chinese new energy brands [3] - The company anticipates conservative overseas sales of 50,000 to 80,000 vehicles for the year, driven by its growing market presence [3][4] - Leap Motor reported revenue exceeding 10 billion yuan (approximately 1.4 billion USD) in the first quarter, a year-on-year increase of 187.1%, with a gross margin of 14.9% [4] Group 3: Profitability Goals - Leap Motor aims to achieve profitability in 2025 by controlling costs and ensuring timely product delivery [3][4] - The company is targeting annual sales of 500,000 to 600,000 vehicles to leverage economies of scale for profitability [4] - Leap Motor maintains a cash reserve of 28 billion yuan (approximately 3.9 billion USD) as of the end of the first quarter, supporting its operational and growth strategies [4]

| 【数字经济周报】高通 24 亿收购 SerDes IP 巨头 | 产业研究中心 | | | --- | --- | --- | | Alphawave | 3 | 朱峰(分析师) | | 摘要:数字经济动态事件速览 第 18期(2025.06.07-2025.06.13) | 8 | 021-38676666 | | o 半导体板块动态: | 登记编号 | S0880522030002 | | 1)高通24亿收购 SerDes IP 巨头 Alphawave | | | | 2）世界首台非硅二维计算机问世:有助造出更薄更快更节能电子产品 | | 鲍雁辛(分析师) | | 3 ) AMD: 发布基于 CDNA 4 架构的 Instinct MI350 系列 GPU | CS | | | 4)美光:追加美国制造投资至2000亿美元 | 2 | 021-38676666 | | ○ 汽车电子板块动态 | 登记编号 | S0880513070005 | | 1）广汽集团:高域 AirCab 飞行汽车全球首发 | | | | 2)蔚来在重庆区域已成功实现"换电县县通"网络建设目标 | | | | 3）零跑汽车 C1 ...

长江商报消息 ●长江商报记者 潘瑞冬 零跑汽车销量大增，朱江明加速全球化布局。 6月12日，零跑汽车（09863.HK）两款车型在中国香港开启预售，标志着该公司正式进入香港市场。 在新能源汽车领域，零跑汽车从一个"小透明"一跃成为"黑马"，将蔚来、小鹏等昔日强者甩在了身后。 今年5月，零跑汽车销量45067台，增速超148%，连续第三个月夺得新势力销冠。 高性价比是零跑汽车的优势，这得益于其成本控制能力。在技术出身的朱江明的带领下，零跑汽车坚 持"全域自研"战略，如今占整车成本65%以上的核心零部件已实现自研自造，有效降低了单车成本，逐 步在行业厮杀中实现反超。 "今年零跑汽车销量将达到50万—60万辆。"朱江明信心满满，全球市场是他的下一个目标。 从安防巨头到汽车新兵 朱江明是技术出身，重视研发是他的底色。 1967年，朱江明出生在浙江义乌，毕业于浙江大学信息学院无线电专业。毕业后，朱江明被分配到浙江 电子工业学校的校办工厂，从事通信设备电源产品开发设计工作。安稳的工作环境并没有磨灭他心中的 壮志豪情，期间，他遇到了改变他人生轨迹的人——傅利泉。傅利泉虽只有中专学历，却在杭州通达电 子设备厂迅速崭露头角，升 ...

Core Viewpoint - Stellantis Chairman John Elkann calls for collaboration among major European car manufacturers to establish new regulations aimed at reducing the manufacturing costs of small cars [1][3]. Group 1: Regulatory Environment - Elkann emphasizes the need for the EU and major automotive countries like Germany, France, Italy, and Spain to recognize how to utilize intelligent new regulations [3]. - He points out that Europe is facing over 120 new regulations by 2030, which are increasing the weight and cost of vehicles, making small cars unprofitable [5]. - The current regulatory framework is seen as overly burdensome, particularly for small and affordable vehicles, which are crucial for the European automotive industry [9]. Group 2: Market Opportunities - Elkann suggests that Europe can learn from Japan's K-Car model, which has maintained a significant market share due to its lightweight and affordable nature [5]. - Stellantis is already producing electric microcars in Europe, such as the Citroën Ami and Fiat Topolino, indicating a potential market for affordable electric vehicles [7]. - The call for regulatory changes comes at a time when European car manufacturers are seeking to compete with Chinese automakers, particularly in the electric vehicle segment [9]. Group 3: Industry Perspectives - Renault CEO Luca de Meo aligns with Elkann's views, stating that European regulations have negatively impacted the profitability of the small car market, with sales declining by 40% over the past 20 years [9]. - De Meo advocates for differentiated regulations for small cars, arguing that the current rules favor larger and more expensive models, hindering the production of small cars under acceptable profit conditions [9]. - A French research group supports the idea that allowing manufacturers to sell affordable and sustainable electric vehicles in Europe could enhance competitiveness against Chinese manufacturers [9].

今年海外销量在国内新造车公司中持续领先的零跑汽车（9863.HK），宣告其国际化战略迈入全新阶段。 6月12日，以"芯动维港，全球制造"为主题，零跑汽车亮相2025国际汽车及供应链博览会（香港）（以下简称"香港车博会"），同时宣布C10和 T03两款车型在香港开启预售。此前一天，零跑香港首店在太古城中心正式开业，这也是其全球第1500家零跑中心。 零跑汽车董事长朱江明在开业仪式上表示："香港市场并不大，每年4、5万辆的销量规模，但它是更好地展示零跑品牌和产品的'国际化窗 口'。"在他看来，香港市场的高标准认证机制与成熟消费生态，也为零跑的技术和产品质量提供了试金石与强大的背书。 据介绍，率先开启预售的两款产品，为精准匹配香港市场对空间和效率的刚需而来。作为零跑LEAP 3.0技术架构下的首款全球车型，零跑C10凭 借2825mm超长轴距与66.8%的得房率，打造"全球年轻人更理想的家"。其搭载四叶草中央集成式电子电气架构，实现智能驾驶、座舱、动力、车 身四域合一高效协同，并斩获中欧澳三大五星安全认证。"全球经典小车"零跑T03则以265公里WLTP续航、50:50黄金轴荷比及67%高强度钢车 身，精准适配香港 ...

6月12日，零跑汽车参加2025香港车博会，旗下零跑C10、T03两款车型登陆香港市场，并开启预售。此 前，零跑全球第1500家零跑中心落地香港，标志着零跑全球渠道建设及国际化战略迈入全新阶段。 ...